CC

Cedar Capital Portfolio holdings

AUM $54.9M
1-Year Est. Return 33.3%
This Quarter Est. Return
1 Year Est. Return
+33.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$228M
AUM Growth
-$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$26M
3
+$4.2M
4
GGP
GGP Inc.
GGP
+$2.47M
5
VER
VEREIT, Inc.
VER
+$2.43M

Top Sells

1
+$28.9M
2
+$28.8M
3
+$6.62M
4
UWM icon
ProShares Ultra Russell2000
UWM
+$5.5M
5
MVV icon
ProShares Ultra MidCap400
MVV
+$5.47M

Sector Composition

1 Real Estate 16.5%
2 Energy 5.95%
3 Financials 4.35%
4 Technology 2.35%
5 Consumer Staples 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$279K 0.12%
7,898
-668
77
$276K 0.12%
8,173
+770
78
$275K 0.12%
7,130
-595
79
$274K 0.12%
10,071
-831
80
$273K 0.12%
+4,742
81
$271K 0.12%
6,553
+864
82
$269K 0.12%
5,837
-475
83
$268K 0.12%
2,028
-798
84
$265K 0.12%
7,171
-592
85
$264K 0.12%
4,770
+689
86
$263K 0.12%
6,532
+478
87
$260K 0.11%
+9,133
88
$254K 0.11%
+2,482
89
$252K 0.11%
6,484
-145
90
$250K 0.11%
+9,912
91
$249K 0.11%
7,265
-205
92
$247K 0.11%
2,832
-1,463
93
$241K 0.11%
1,569
-93
94
$241K 0.11%
+2,210
95
$239K 0.1%
+3,575
96
$239K 0.1%
+1,801
97
$235K 0.1%
2,212
+84
98
$235K 0.1%
+7,759
99
$233K 0.1%
+3,805
100
$232K 0.1%
+2,190
1 2 3
4
5